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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+19.63%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+533.88%
AUM
$5.38B
AUM Growth
+$850M
Cap. Flow
+$223M
Cap. Flow %
4.14%
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$32.2M
2
ARM icon
Arm
ARM
+$13.2M
3
NVDA icon
NVIDIA
NVDA
+$13.2M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$12.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$22.9M
2
SBUX icon
Starbucks
SBUX
+$5.78M
3
ABNB icon
Airbnb
ABNB
+$5.74M
4
COMP icon
Compass
COMP
+$4.59M
5
SNDK
Sandisk
SNDK
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 32.35%
2 Consumer Discretionary 21.9%
3 Technology 21.1%
4 Financials 5.6%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BN icon
751
Brookfield
BN
$87.7B
$553K 0.01%
+12,981
New +$580K
GSLC icon
752
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$549K 0.01%
3,872
-72
-2% -$9.95K
HUM icon
753
Humana
HUM
$48.4B
$549K 0.01%
+1,382
New +$393K
HBAN icon
754
Huntington Bancshares
HBAN
$33.9B
$549K 0.01%
30,957
+12,392
+67% +$205K
AXON
755
Axon Enterprise
AXON
$41.1B
$549K 0.01%
979
+132
+16% +$55.2K
XYL icon
756
Xylem
XYL
$25.4B
$549K 0.01%
+4,640
New +$536K
TENB icon
757
Tenable Holdings
TENB
$3.71B
$548K 0.01%
14,849
+1,656
+13% +$39K
PPL
758
PPL Corp
PPL
$26.4B
$542K 0.01%
14,915
+5,122
+52% +$189K
ALK icon
759
Alaska Air
ALK
$4.55B
$541K 0.01%
+10,360
New +$442K
SPOT icon
760
Spotify
SPOT
$109B
$541K 0.01%
1,178
+51
+5% +$24.3K
SCHO icon
761
Schwab Short-Term US Treasury ETF
SCHO
$15.2B
$538K 0.01%
22,270
+2,978
+15% +$72K
LFUS icon
762
Littelfuse
LFUS
$10.7B
$535K 0.01%
1,174
+5
+0.4% +$2.17K
CGGO icon
763
Capital Group Global Growth Equity ETF
CGGO
$12.1B
$532K 0.01%
12,575
+1,388
+12% +$54K
WAFD icon
764
WaFd
WAFD
$2.54B
$531K 0.01%
13,849
+2,122
+18% +$74.7K
ADSK icon
765
Autodesk
ADSK
$44.4B
$531K 0.01%
2,731
-106
-4% -$24.2K
FELC icon
766
Fidelity Enhanced Large Cap Core ETF
FELC
$8.55B
$531K 0.01%
+12,668
New +$514K
JEPQ icon
767
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42.4B
$530K 0.01%
8,622
+308
+4% +$18.3K
CGDV icon
768
Capital Group Dividend Value ETF
CGDV
$38.8B
$530K 0.01%
10,748
-2,060
-16% -$97K
LH icon
769
Labcorp
LH
$26.3B
$530K 0.01%
1,891
+731
+63% +$192K
GBX icon
770
The Greenbrier Companies
GBX
$1.32B
$527K 0.01%
10,751
-21
-0.2% -$1.03K
CVLT icon
771
Commault Systems
CVLT
$5.53B
$525K 0.01%
+3,705
New +$398K
RPG icon
772
Invesco S&P 500 Pure Growth ETF
RPG
$1.94B
$523K 0.01%
8,197
– –
TCBI icon
773
Texas Capital Bancshares
TCBI
$4.25B
$522K 0.01%
5,057
+348
+7% +$34.9K
GEHC icon
774
GE HealthCare
GEHC
$30.2B
$518K 0.01%
8,097
+4,442
+122% +$292K
GLPI icon
775
Gaming and Leisure Properties
GLPI
$12.1B
$518K 0.01%
11,630
-2,434
-17% -$114K
29 30
31
32 33

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IFG
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Brighton Jones LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Brighton Jones LLC held 1,493 positions worth $5.38B, up 19% from $4.53B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Brighton Jones LLC deployed $223M of net new capital in Q2 2026, opening 292 new positions and adding to 684 existing holdings. Its largest new stake was Arm: 49,716 shares worth $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Amazon, an estimated $22.9M trimmed.

  • Brighton Jones LLC's largest Q2 2026 buy was Arm: 49,716 shares worth $17.6M.
  • Brighton Jones LLC added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $32.2M increase.
  • Brighton Jones LLC's biggest Q2 2026 reduction was Amazon, cutting an estimated $22.9M.
  • Brighton Jones LLC fully exited Sealed Air in Q2 2026, selling an estimated $1.24M.
  • Brighton Jones LLC's ten largest holdings make up 40% of its $5.38B portfolio in Q2 2026.
  • Brighton Jones LLC opened 292 new positions and closed 70 in Q2 2026.
  • Brighton Jones LLC's portfolio value rose 19% quarter-over-quarter to $5.38B.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.